Latest Institutional Transactions on Ishares Tr Global Energy ETF (IXC)
This table provides information on the latest institutional transactions involving Ishares Tr Global Energy ETF (IXC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2020
Q2 2020
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-10.2KClosed |
$167K - $243K
|
0
$0
|
|
|
Jul 24, 2020
Q2 2020
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-300Closed |
$4.92K - $7.15K
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-23KClosed |
$376K - $547K
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
Ellevest, Inc.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q1 2020 | |||||||
|
Jan 09, 2024
Q1 2020
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-116Closed |
$1.48K - $3.66K
|
0
$0
|
|
|
May 19, 2020
Q1 2020
|
Tru Independence LLC
|
SELL
|
- |
-917Closed |
$11.7K - $28.9K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-29.8KClosed |
$381K - $941K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-79KClosed |
$1.01M - $2.49M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-1.05KClosed |
$13.4K - $33.2K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-500Closed |
$6.38K - $15.8K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-7.9KClosed |
$101K - $249K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-7.83KClosed |
$99.9K - $247K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Ford Financial Group, LLC
|
SELL
|
- |
-22.5KClosed |
$287K - $710K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-119KClosed |
$1.52M - $3.76M
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-8.7KClosed |
$111K - $274K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 18, 2020
Q4 2019
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-12.7KClosed |
$367K - $402K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-290- 34.61% |
$8.42K - $9.22K
|
548
$23.9K
|
|
|
Jan 28, 2020
Q4 2019
|
Shufro Rose & CO LLC
|
SELL
|
- |
-900Closed |
$26.1K - $28.6K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-70.7KClosed |
$2.06M - $2.25M
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 13, 2019
Q3 2019
|
Destination Wealth Management
|
SELL
|
- |
-1.98KClosed |
$60K - $62.7K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Wrapmanager Inc
|
SELL
|
- |
-11.6KClosed |
$352K - $368K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-345Closed |
$10.5K - $10.9K
|
0
$0
|
|
|
Oct 21, 2019
Q3 2019
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-200Closed |
$6.06K - $6.34K
|
0
$0
|
|
|
Oct 17, 2019
Q3 2019
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.5KClosed |
$45.5K - $47.6K
|
0
$0
|
|
|
Oct 16, 2019
Q3 2019
|
Hamilton Wealth, LLC
|
SELL
|
- |
-46.7KClosed |
$1.42M - $1.48M
|
0
$0
|
|
|
Oct 11, 2019
Q3 2019
|
Evanson Asset Management, LLC
|
SELL
|
- |
-6.51KClosed |
$197K - $206K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Oct 15, 2019
Q2 2019
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-14.1KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-12.7KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-9.2KClosed |
N/A
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Adviser Investments LLC
|
SELL
|
- |
-6KClosed |
N/A
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-301Closed |
N/A
|
0
$0
|
|
|
Aug 01, 2019
Q2 2019
|
Slow Capital, Inc.
|
SELL
|
- |
-8.22KClosed |
N/A
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Washington Trust Bank
|
SELL
|
- |
-345Closed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.26KClosed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-95Closed |
N/A
|
0
$0
|
|
|
Jul 15, 2019
Q2 2019
|
First Hawaiian Bank
|
SELL
|
- |
-354Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-794Closed |
N/A
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-7.89KClosed |
N/A
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Well Done, LLC
|
SELL
|
- |
-794Closed |
N/A
|
0
$0
|
|
|
May 08, 2019
Q1 2019
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-58KClosed |
N/A
|
0
$0
|
|
|
May 08, 2019
Q1 2019
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-27.6KClosed |
N/A
|
0
$0
|
|
|
Apr 29, 2019
Q1 2019
|
Sg Americas Securities, LLC
|
SELL
|
- |
-5.01KClosed |
N/A
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-75Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Mar 19, 2019
Q4 2018
|
Occidental Asset Management, LLC
|
SELL
|
- |
-31.5KClosed |
N/A
|
0
$0
|
|
|
Feb 21, 2019
Q4 2018
|
Lake Point Wealth Management
|
BUY
|
- |
80New |
N/A
|
80
$3.48K
|
|
|
Feb 19, 2019
Q4 2018
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-8.78KClosed |
N/A
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-29.5KClosed |
N/A
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-5.79KClosed |
N/A
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Girard Partners Ltd.
|
SELL
|
- |
-403Closed |
N/A
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-125Closed |
N/A
|
0
$0
|
|